MB-210: Microsoft Dynamics 365 for Sales Course Outline
Overview
Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more.Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
Audience Profile
A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations
Preparation for exam: MB-210
Skills gained
Install and configure the application
Identify common sales scenarios
Complete a sales cycle
Configure product catalog
Manage customer records
Utilize analytics tools with customer data
Prerequisites
Familiarity of business applications and the desire to customize and implement them for your business.
Course outline
Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organization's unique requirements.
Lessons
Configure organization and management settings
Lab : Lab 1.1: Validate lab environment
Module 2: Manage leads and opportunities with Dynamics 365 Sales
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
Lessons
Manage leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales
Lab : Lab 2.1: Manage customers
Module 3: Manage orders and the product catalog with Dynamics 365 Sales
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
Lessons
Manage and organize your product catalog with Dynamics 365 Sales
Process sales orders with Dynamics 365 Sales
Module 4: Manage goals with Dynamics 365 Sales
In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.
Lessons
Define and track individual goals with Dynamics 365 Sales
Use goal metrics in Dynamics 365 Sales
After completing this module, you will be able to:
Use rollup columns to define sales metrics.
Track individual goals for sales and teams.
Module 5: Analyze Dynamics 365 Sales data
In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.
Lessons
Analyze data in Dynamics 365 Sales
Analyze data with Power BI
Module 6: Work with Dynamics 365 Sales Insights
In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.
Lessons
Configure Sales Insights
Configure Connection insights
Configure predictive models
Module 7: Create surveys with Dynamics 365 Customer Voice
In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.
Lessons
Create a survey project with Dynamics 365 Customer Voice
Create surveys with Dynamics 365 Customer Voice
Send Dynamics 365 Customer Voice surveys
View outline in Word
AMB210
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